George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
"Authority to disapply pre-emption rights" is not a good sign. :/
... its not in AIM; its in FTSE (all-share / small-cap)
... zero volume in preceding days. Easy to short and drop on bad news.
Its a slow one for sure. Seems to take weeks for large sell orders and buy orders to complete. Either or which throws the SP to an extreme. Then randomly, someone will cancel sizeable orders. I think at the moment, if the market holds, it'll be down to whether people believe operating margin goes up again this year; whether design starts producing more money as promised. Then there is a possibility of some large contract win; but there weren't any details apart from it being a trial. Finally, the Div growth rate would imply this is cheap. So, its anyone's guess; another large seller and it'll drop again.
Well there was the Lloyds thing yesterday, they're reported to be diving out big time over next few years. Not sure if that would translate into the current move here.
... hello there.
Plays like someone trying to get liquidity. Push higher, pull back a little and soak the sells for a few days/weeks.
So more options that require a minimum share price of 59p for 25% and 90p for 100% of options.
Its certainly gone volatile at 48-50.
Someone wants out (slowly). Low volume doesn't help. Also, its in FTSE All Share / Small Cap, not AIM. We're looking at 4.5% div @ 50p. I think the question is whether China has a knock-on effect here in 12/18/24 months. Its possible, but EU is showing growth in the last few quarters in places that needed it, like Spain. ECB's QE will stabilise things overall. I just think given the growth just reported not only in CMS, but in the advertisement industry as a whole, this is good for a while.
Operating margin and profit is moving up.
UK-wide Advertisement spending up... lets hope that translates to more revenue for CMS design.
LOL...
Some rather chunky trades. :/
I can't see any reason why this won't be 60p WHEN they do the Greece deal. If it carries on for months though, I think the wider market is in trouble.
It at least gives the first confirmation we're on track to meet expectations, and that should mean 2.2p dividend; which at 48.75 is 4.5% yield. Indication on July 31st that the margin is up I think will really help; it should do as design ramps up. Still, I suspect this is still a Greece and Euro play for the time-being.
I think the problem with this one is poor liquidity. Large position orders push it either side.
Not really no. They borrowed an extra £10m. Debt at £35m. Free Cash at £11m. Am I missing something?
Possible, but they need improvement in the margin (6.9%) ; they did poorly this year (no change) toward their target (12%).
I'm with you. Assuming 2015 div will be 2.2, that makes a 4.4% return at 50p.